17hats + Offri
Create Offri proposals from updated 17hats contacts
Efficiently streamline your sales process with this workflow between 17hats and Offri. Whenever a contact is updated in 17hats, a new proposal will be created in Offri, ensuring your business proposals are always up-to-date and ready to go. Say goodbye to manual updates and hello to a seamless, organized business process.
Efficiently streamline your sales process with this workflow between 17hats and Offri. Whenever a contact is updated in 17hats, a new proposal will be created in Offri, ensuring your business proposals are always up-to-date and ready to go. Say goodbye to manual updates and hello to a seamless, organized business process.
- When this happens...Updated Contact
Triggers when an already existing contact is updated.
- automatically do this!Create Proposal
Creates a proposal, optionally from a template.
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New Contact
Triggers when a new contact is created.
Try ItIs Company?Required
First NameRequired
TypeRequired
Last Name
Title
Company Name
Primary E-mail Address
Other E-mail Addresses
Primary Phone Number
Other Phone Numbers
Address Line 1
Address Line 2
City
State
ZIP Code
Country
Birthday
Facebook Id
Instagram Id
Linkedin Id
Referred By
Twitter Id
Pinterest Id
Website
Tags
Notes
NameRequired
Company Name
Email
Phone Number
WorkspacesRequired
Try It
Updated Contact
Triggers when an already existing contact is updated.
Try ItContactRequired
Is Company?Required
First NameRequired
TypeRequired
Last Name
Title
Company Name
Primary E-mail Address
Other E-mail Addresses
Primary Phone Number
Other Phone Numbers
Address Line 1
Address Line 2
City
State
ZIP Code
Country
Birthday
Facebook Id
Instagram Id
Linkedin Id
Referred By
Twitter Id
Pinterest Id
Website
Tags
Notes
NameRequired
Company Name
Email
Phone Number
Is Company?Required
First NameRequired
TypeRequired
Last Name
Title
Primary E-mail Address
Other E-mail Addresses
Primary Phone Number
Other Phone Numbers
Address Line 1
Address Line 2
City
State
ZIP Code
Country
Birthday
Facebook Id
Instagram Id
Linkedin Id
Referred By
Twitter Id
Pinterest Id
Website
Tags
Notes
WorkspacesRequired
Try It
